Wealth Management Morning Memo

SEPTEMBER 21, 2020

INDUSTRY

Twenty Trivia Questions About Financial Services

John Kador

There’s no studying for these 20 trivia questions.

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CAREERS

Does Your Organization Reap the 'Diversity Dividend'?

Walter Booker

There's an important difference between 'covering' and 'belonging.'

SPONSORED CONTENT

Looking for Alternatives? How About Real Assets

Sponsored by Franklin Templeton

A timely look at risks & opportunities across asset classes.

PHILANTHROPY

How Donors Can Advance Racial Justice

Bruce DeBoskey

Steps funders can take toward transformational change.

Wealthies Circle Spotlight

Lessons From the Data Revolution

Contributed by Advicent

In an increasingly competitive market, advisors must embrace planning opportunities created by AI.

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The Daily Brief

TECHNOLOGY

Envestnet Adds White-Label Cash Management Accounts to Tamarac

Asia Martin

Flourish Cash allow advisors to use a cash management account for portfolios and held-away cash and to help clients with budgeting goals.

INDUSTRY

Dynasty Recruits $400M Wisconsin Team from Northwestern Mutual

Erick Bergquist

Leverty Financial Group, a newly formed RIA boasting $400 million in AUM, is the second team recruited from Northwestern Mutual in less than a year.

SPONSORED WEBINAR

Why SMAs are Suddenly Poised for Mainstream Adoption

Sponsored by Zephyr

In this first webinar of Zephyr’s Be Active series on SMAs, we’ll shed some light on the industry in a fun, interactive webinar format modeled after the boardgame Mystery Date. Join 9/22/20 @ 4pm ET / 1pm ET.

INDUSTRY

CI Financial Completes Balasa Dinverno Foltz Acquisition

Asia Martin

CI Financial finished acquiring its fifth U.S. firm as it continues its global expansion.

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